Services

Outsourced CIO

Marquette Associates outsourced CIO services enable institutions to delegate control of the three key factors that lead to successful investment programs and fiduciary responsibility — risk, quality and cost.

Discretionary Services, Traditional Expertise

Marquette provides outsourced chief investment officer (CIO) services to 36 client plans with combined assets of over $5 billion as of June 30, 2018 using a framework based on our traditional investment consulting approach proven over more than 30 years. Marquette helps institutional investment stewards delegate fiduciary duties with a customizable discretionary framework that includes:

Asset Allocation

Delegate decisions on customizing the best portfolio for your unique situation through thorough risk analysis.

Investment Policy

Delegate the development of clear investment guidelines to mitigate risk.

Investment Systems Review

Transfer the details of your current investment program with a complete systems review to create a discretionary operating manual.

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